See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,438 | $81,460+159.6% | $103,333+104.6% | $80,856+161.5% |
| Participation rate | 78.9% | 66.8%+12.1pp | 74.5%+4.4pp | 67.6%+11.3pp |
| Annual return | 11.74% | 25.55%-13.8pp | 24.88%-13.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $3,053 | $3,105-1.7% | $3,868-21.1% | $2,755+10.8% |
| Participant deferral / active EE | $8,910 | $3,869+130.3% | $5,057+76.2% | $4,296+107.4% |
| Admin fee / account holder | $30,283 | $6,566+361.2% | $8,355+262.5% | $6,918+337.7% |